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Estate Planning 101

Estate Planning 101

Estate planning can be a neglected part of financial planning. It's easy to delay answering uncomfortable questions such as "What happens to my assets and my loved ones when I die?" So it's no surprise that roughly half of Americans don't have a will, and even fewer have an estate plan.

Join T.M. Wealth Management and Estate Planning Attorney James M. Jaxtheimer for an interactive webinar which will highlight the following:
  • What happens if I don't have a will?
  • What are the basic documents of a complete estate plan?
  • Benefits of a trust.
  • How do I get started?